Hazlett, Burt & Watson’s Realty Income O Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Hold |
575
| – | – | 0.01% | 433 |
|
|
2025
Q1 | $33K | Buy |
575
+175
| +44% | +$10K | 0.01% | 420 |
|
|
2024
Q4 | $21K | Hold |
400
| – | – | 0.01% | 465 |
|
|
2024
Q3 | $25K | Hold |
400
| – | – | 0.01% | 437 |
|
|
2024
Q2 | $21K | Hold |
400
| – | – | 0.01% | 442 |
|
|
2024
Q1 | $22K | Hold |
400
| – | – | 0.01% | 421 |
|
|
2023
Q4 | $23K | Hold |
400
| – | – | 0.02% | 403 |
|
|
2023
Q3 | $20K | Hold |
400
| – | – | 0.01% | 416 |
|
|
2023
Q2 | $24K | Hold |
400
| – | – | 0.02% | 392 |
|
|
2023
Q1 | $25K | Sell |
400
-28
| -7% | -$1.75K | 0.02% | 361 |
|
|
2022
Q4 | $27K | Hold |
428
| – | – | 0.02% | 350 |
|
|
2022
Q3 | $25K | Hold |
428
| – | – | 0.02% | 347 |
|
|
2022
Q2 | $29K | Hold |
428
| – | – | 0.03% | 332 |
|
|
2022
Q1 | $30K | Buy |
+428
| New | +$30K | 0.02% | 350 |
|